The phone rings at 7 AM, and by 9 the plan has changed. You need to know who is going where and how every job is moving. Fieldstone HVAC dispatch software keeps the job, the tech, and the status on one record, so the office and the truck see the same day.
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Every HVAC shop starts the day with a plan. Then a no-heat call comes in, a part is not on the truck, and a customer asks to move to the afternoon. By mid-morning, the whiteboard no longer matches the day. That is where HVAC dispatching falls apart.
Fieldstone is HVAC dispatch software built for small shops. Put a tech on the job, dispatch it, and follow it through the day. Your tech updates the job from the phone, so the office can see where it stands without making a call.
Good dispatch starts with the right person on the call. When you book the appointment, pick the tech and the job length, and Fieldstone shows open time slots. Our HVAC scheduling software handles the calendar and drive time. Dispatch gets that tech out the door ready for the job.
Once you dispatch a job, the tech takes it from there. From the phone, they accept the job, mark it en route, set it in progress, and mark the work complete. If they cannot take the job, they can decline it, so you know to send someone else.
When work stalls, the tech puts the job on hold, so it stays visible instead of slipping through the cracks.
When a job is on hold for an estimate, build the quote with our HVAC estimating software.
You should not have to call five trucks to find out how the day is going. Open the job list and group it by status, by tech, or by date. Then filter by customer, staff, or payment status to find what needs your attention.
Basements, crawl spaces, and back roads drop signal. In the Fieldstone iPhone and Android apps, your tech can still mark the job en route, in progress, or work complete, or put it on hold. Those updates save on the phone and sync when signal returns.
Dispatching a job, booking or rescheduling an appointment, checking open time slots, taking a card payment, and syncing to QuickBooks Online all need a connection. So does the web version. Learn what else the offline HVAC app can do with no bars.
Dispatch does not end when the work is done. Your tech builds the invoice on the job and takes the card on site in Fieldstone, through Stripe Connect. Taking the card needs a connection. If the customer cannot pay right then, they can pay later from a link. Our HVAC invoicing software walks through the full visit.
If you use QuickBooks Online, the invoice and payment sync to your books, so the office does not retype the job. Read how our HVAC software works with QuickBooks Online.
Dispatch is one part of Fieldstone’s HVAC field service software, alongside scheduling, estimates, price books, and equipment tracking.
HVAC dispatch software helps you send the right tech to each job and follow that job through the day. In Fieldstone, you dispatch the job, then see the status change as the tech accepts it, heads out, starts the work, and finishes.
Yes. In the Fieldstone app, techs accept a dispatched job, mark it en route, set it in progress, and mark the work complete. They can also put a job on hold for parts or an estimate, or decline a job they cannot take.
Open the job list and group it by status, tech, or date. Filter by customer, staff, status, date, or payment status to see what is moving, what is stuck, and what still needs to be paid.
Yes, in the iPhone and Android apps. Status updates such as en route, in progress, work complete, and holds save on the phone and sync when signal returns. Dispatching, scheduling, card payments, and QuickBooks Online sync need a connection, and so does the web version.
Yes. When the tech finishes, they build the invoice on the job and take the card on site in Fieldstone, through Stripe Connect. With a connection, the invoice and payment sync to QuickBooks Online, so nobody retypes the job at the office.
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